ALERT INT (5)

Very interesting to note that Maxim Group was the underwriter of Vringo (VRNG) and especially more when you look at the business description of VRNG:

Vringo, Inc., a development stage company, provides a range of software products for mobile video entertainment, personalization, and mobile social applications. The company's products include the Video Ringtones product platform that allows users to create, download, and share mobile entertainment content in the form of video ringtones for mobile phones; and Facetones, which allows users to create social picture ringtone and ringback content in the form of animated slideshows sourced from friends’ social networks. Its products also comprise the Video ReMix, an application that allows a user to create own music video by tapping on a smartphone or tablet, in partnership with music artists and brands; and Fan Loyalty, a platform that allows users to obtain video and video ringtones, view information on certain reality television series, and stars and vote for contestants. The company was founded in 2006 and is headquartered in New York, New York

So it would appear to me that they know the market and would find the appropriate investors.

ALERT INT (4)

Here is a presentation that was showed in 2008. Even if a bit outdated, it gives the general idea of who Maxim Group is.

Here is the link:
http://www.capitallinkforum.com/shipping/2008/files/maxim032008.pdf

François

ALERT INT (3)

When you look at Maxim Group customers, you will find very interesting names and well established companies).

Here are the links:

http://www.maximgrp.com/investmentbanking/recenttransactions/index.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_pipes.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_advisory.asp
http://www.maximgrp.com/investmentbanking/recenttransactions/invest_bnking_underwriting.asp

If this is not linked to an IPO in the states, i am wondering what else it could be. A private placement does not sounds like what INT had in mind as they already had a 20M$ offer on the table for Ortsbo initial offering.

I think that at this stage, ORTSBO and INT received a lot more attention in the USA and this is where they will be focused. That does not mean there will not be a RTO in Canada and a senior listing on the TSC but real money will not come from Canada.

To be followed

ALERT INT (2)

Who is Maxim Group LLC:

Here is the link to their website:

http://maximgrp.com/

ALERT INT

INT has just signed an agreement with Maxim Group LLC and it looks like the USA listing on major exchange is on the way.

More to come today

Here is a link to the NR.

http://www.intertainmentmedia.com/refresh/wp-content/uploads/2010/11/June-29-12-PR-INT-Enlists-Maxim-Group-2.pdf

THE PLAY OF THE DAY (FTR)

This is Dividend Week

The last play of the week is a contrarian play. You should not be invested in too many like this one as it is often describe as the one being unable to maintain it's dividend.

Well, it is really difficult to believe that a company can maintain a 10% + dividend BUT is that because revenues are not there or is it because share price has been hammered since 1 year?

If that share price was to get back to 6$ the dividend rate will get down to about 6% and that would make the dividend rate substainable ? Strange way of looking at it...

This is why i think this is a contrarian play as my impressions are that there are no reason why FTR could not see it's dividend maintained AND also get a good share appreciation.

The market is definitely highly competitive but with a book ratio under 1, there is room for appreciation also. Revenues are still good as is profit.

So opening a small position could be very profitable but this may not be at this time the stock to get in at 100%. So a 30-40% of your expected position could be a great start but be very careful. Good dividend yield does not mean a fantastic return and only 1 week drop in share price could wipe out a year of dividend.

Fo those who like this dividend week, here is a great site to learn more:

dividend.com

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

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On the Radar after 30: BAC LB LVS

I am looking at the following stocks and entry prices:

BAC  (Bank of America)                                    7,65$
LB     (Laurentian Bank)                                   46,40$
LVS  (Las Vegas Sands)                                   42,00$

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The Play Of the Day ARR (Armour Residential REIT)

This is dividend week

This play is from another REIT and it is a bit more toward residential hybrid mortage and variable rates but still insured by USA government. But being on variable mortgages, as long as rates will stay low, the profit will stay a bit low.

On the bright side, the dividend rate is incredible at 17% and paid MENSUALLY at the rate of 10 cents per share.

So if you are looking for a stock that pay a great rate and where the share price is pretty stable, ARR could be the one. Unfortunately one simple drop in share price could wipe out easily any short term profit so be prudent and do not invest all on this one (as usual)

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

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ON THE RADAR AFTER 30

I am looking at the following stocks and entry prices:

GPL (Great Panther)                                           1,70$

AA (Alcoa)                                                          8,19$

UUU (Uranium One)                                           2,45$

Yesterday was able to pick up some more RSH (Radio Shack) at 3,82$

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PLAY OF THE DAY CHR.B (Chorus Aviation)

THIS IS DIVIDEND WEEK

In regard of dividend, this is one of my favorite with a juicy 18% dividend (at actual price).

At this price, it is a bit hazardous as i prefer a share price around 3$ but even then 18% dividend is a great deal.

Important to know also that today's drop is due to the fact that CHR.B is ex-dividend today for 15 cents.
The real question is: is this susbtainable??? I may suspect that CHR.B could cut the dividend in case of problem but even if it was cut in half, that would still mean a 9% return and still be very good.

The problem with those very high yield companies is that they tend to be very volatile and can wipe out 2-3 years dividend in a day. But this one has nothing to do with Yellow Media. Not the same market and not the same number of competitors.

The airline sector is not an easy one and not too many people have made money there over the year and this is why my strategy is the following for a stock like that:

I will buy about 50% of my position at actual level and will add more if it dips between 5-10% and a lot more if the dip is over 10% and that their dividend policy is unchanged.

There will be a lot more to discuss about Chorus Aviation but that is what you should discover by yourself (due diligence).

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

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On the radar after 30 mins

This morning on the radar:

RSH    (Radio Shack)                                  for a   3,82$ dip

LVS   (Las Vegas SandS)                            for a 42,25$ dip

MPEL  (Melco Crown Entertainment)        for a 10,75$ dip

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain.

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PLAY OF THE DAY LB (Laurentian Bank)

This is dividend week...

One of my favorite play in the dividend arena is Laurentian Bank for many reasons.

1) To the opposite of the first 3 majors canadian banks, Laurentian Bank is a lot smaller and a lot easier to expand. Doing banking business almost exclusively in the province of Quebec, they could expand and grow rapidly and agressively at least in the Toronto area without investing a lot where other Canadian banks would have to merge or go outside Canada.

2) They did made 2 major acquisitions since last year (AGF trust and MRS acquisition from Mackenzie Trust) and by doing so, increased their share of the mutual funds investments in Canada and especially in Quebec.

3) They have also increased their dividend 4 times during the last 24 months and their results are well over analysts estimations. From 0,36 in september 2010 to 0,47 in August 2012. This is a 33% dividend increase.

So LB is one of my favorite because it is offering a great dividend AND a major share value increase potential.

LB shares have increased by close to 12% recently and i would wait a bit for the next dip around 43$ or better. The shares are highly volatile due to the very low number of shares on the market. So be patient.

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

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PLAY OF THE DAY AGNC (American Capital Agency)

This is dividend week. Remember that a great dividend could be wiped out rapidly if the stock does not hold it's value. Also very important to mention is the fact that when a stock issue it's dividend, the value will be adjusted to reflect the dividend issued. For example if AGNC is worth 32,00$ and this is the ex-dividend date, the value adjusted will be 30,55$ the day after (their quarterly dividend is 1,45$). Very important to remember that you MUST BE the owner of the stock to receive the dividend. So if the dividend date is the 15th you must have bought the stock 2-3 days before to ensure that the transaction is settled on the dividend date. This is why you will see the mention: Ex-dividend date: this is the last date where you can buy a stock and receive the dividend.

On the dividend play, AGNC is one of the most profitable and stable one in the REIT category.

To become and stay within the REIT area, AGNC must return to shareholders 90% of their gains and they are doing just fine.
The only problem with REITS is the fact that by remitting 90% of their profit, they cannot rely on house profit to increase share value but must constantly go out to the markets and issue more shares to finance themselve thus diluting their value.

When you will research REITS, be careful as there is 2 different main categories: the one where a good % of their loans are NOT guaranteed by any government agencies and the other category is fully insured limiting the losses. AGNC falls under the category where most of it's portfolio is USA insured.

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

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ALERT FBP (First Bancorp)

Heavy volume today and still the power hour to go.

Something is definitely going on and could either be short covering or the government selling some again today. Rememeber that they had 100M shares to disposed of and they have mentionned they will at their own discretion dispose of them.

Surprisingly, share price had hold nicely.

Very interesting to watch as of now. The closing price will definitely indicate next week direction as if it closes over 3,95 it could be very bullish.

THE PLAY OF THE DAY MPEL (Melco Crown )

This stock has sufferred a lot in the past 3 months and with the news that it will restart the construction of it's casino 'Studio City' in Cotai, it's seems to prove that actual slower growth of Macau gambling results are only a temporary thing.

I will open a position at actual level as i think there is room to grow the stock well over 13$ in a medium term window.

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

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THE PLAY OF THE DAY UUU (Uranium One)

It has been well above 1 year since the accident in Japan and still uranium price is suffering as do uranium producers share price.

I suspect that when that happened and with the sudden drop in uranium price, many did hedge against increase at a 50-60$ level avoiding uranium price to climb a lot higher. BUT this will start turning around because it is making really hard any new start up projects and actual supply may start being shrinking.

Any small increase in price will have positive consequences for actual mining company and UUU is one of the largest in the world.

So, if UUU starts hovering around 2,50, i am a buyer and i will start accumulating. Naturally i will take some profit off the table on any good share value increase but still keep a good chunk.

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

Get THE PLAY OF THE DAY on Twitter : @investman2
 

ALERT TVI (Tvi Pacific)

Based upon report, the Philippine Government should issue the new mining act this Friday.

This new mining act has been in need for a long time and has almost put all international mining projects on hold and TVI was no exception.

That being the case, this would signal the start of a good leg up for TVI share price.

At this time it is difficult to establish the impact of the new act in regard of taxes and delays for approving any new project but at least if that act goes out on friday as expected, well this is finally a great step in the right direction.

Here is the link to the article:

http://newsinfo.inquirer.net/216193/aquino-set-to-sign-mining-eo


As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain.

THE PLAY OF THE DAY AC.B (Air Canada)

Yes, again Air Canada and now with one dispute settled (machinist decision toward Air Canada offer) the next one to come will be most probably with it's pilots and pretty soon.

It will be interesting to see who's going to be the winner in that one. If Air Canada win that one also, well it will be the beginning for a nice leg up for Air Canada.

Looking at actual level 2 there is enough support between 1,00 down to 0,97 that i will be a buyer at current level (1,01) and expect AC.B to reach 1,10 rapidly enough to generate a nice return.

I will sell some at 1,10 BUT if it reaches 1,10 BEFORE the decision is made public in regard to the pilot's dispute, i would hold a bit longer as it could mean 1,15 (or more) if decision is leaning toward Air Canada offer.

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

THE PLAY OF THE DAY BZH (Beazer Homes)

If the market is what it looks like, the residential home market has bottomed and ready to start a great new leg up. It may find bumps along the road but overall it is going in the right direction and mostly has nothing to do with Europe...

Beazer is well positionned to secure a great return on investment. They have been hit really hard but yesterday it achieved a new 10 days high. Also on a technical note, the bollinger bands have not been so tight recently and this indicates most probably a volatility period to start and should be a good trading opportunity. Interesting to note that a bit over 10M shares were shorted (in total) at the end of may and if shorts have not covered their positions, we could face a short squeeze on any good news adding value to BZH.

Recently i have been a buyer of BZH at around 2,50 - 2,65 but with actual market conditions, i will open today a new position FOR ACCUMULATION unless there is a great share price increase in which case i would sell some to lower my acquisition cost.

As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

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THE PLAY OF THE DAY FBP (First Bancorp)

FBP had a great rally last friday (and very profitable) but i do not expect it to be long lasting.. It was too much too fast (almost 8% in the last hour) without any news. It was helped by a larger than usual volume for this period of the day.

So i will wait for it to retrace to 3,48 to 3,65$ level and will buy again for the next leg up.

FBP has been one of my favorite for short term play and accumulation at the same time (selling enough to recover price paid and the balance being free shares)

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2